What it looks like
Your pipeline, kept for you.
Every customer and open deal in one view — and an agent that answers questions about them and updates them when you say so, instead of you filling in fields.
A CRM keeps every customer, lead, and conversation in one place so nothing slips through the cracks. Ours does that from day one — kept by an AI agent you talk to in plain language. And because it's built on the same open system as our full ERP, the day you want invoicing, inventory, or real books, you switch them on. No new tool. No data migration. No starting over.
Contacts in your phone, deals in your head, follow-ups on sticky notes. You've never bought a "CRM" because the big ones feel like a second job to run. This is the one that finally fits: you tell the agent "logged a call with Bill, follow up Friday," and it's filed and it'll remind you. Nothing to learn, nothing to re-type — the pipeline lives in one place instead of scattered across your day. This is the sweet spot, and where it shines brightest.
Your pipeline lives in one tool, your invoices in another, your jobs and books somewhere else, and none of them talk. Two doorways here: keep the CRM you like and hook it into our ERP so the rest of the business finally sees it — or move onto ours and get customers, money, and operations in a single picture. Either way you stop being the integration.
Update the CRM the way you'd tell a colleague — "Refine wants a quote, send it Tuesday." The agent logs the contact, the opportunity, and the follow-up, and nudges you when it's due. No forms, no data entry.
Start with just the CRM. When you're ready for quoting, invoicing, inventory, or real accounting, they turn on inside the same system — your customer data already there, no migration, no second vendor.
Your customers, your pipeline, your history — on a system that's yours, not rented per seat inside someone else's cloud. Your data stays in your systems, never pooled into a vendor's cloud. And the agent isn't welded to one AI company — swap models as prices move, never captive to a single vendor. Export it, keep it, or grow it. It never stops being yours.
They do — and they're powerful, deep, and polished. We're not going to pretend we out-feature them box for box. But a CRM's job isn't to have the most checkboxes; it's to help you run the business. And there the big names have two catches.
They're islands. Your customers live in one walled garden, your money and your operations somewhere else. You — or an expensive integration — become the bridge. And you're renting seats. The price is per-user-per-month, your data sits on their terms, and the bill climbs as you grow, right when it hurts most.
A CRM should be the front door to running your business — not a silo you pay per head for.
Slocat CRM is that front door to one system you own. Built on open-source Odoo, run by an agent that isn't locked to any single AI vendor, on infrastructure that's yours. Start with just the CRM; grow into the rest when you're ready. We don't win on feature count — we win on it being connected, agent-run, provider-agnostic, and yours.
Every customer and open deal in one view — and an agent that answers questions about them and updates them when you say so, instead of you filling in fields.
We stand up your CRM, bring your contacts over, and show you how to run it by talking to it — the Slocat way: install, integrate, teach. Start with a quick conversation and we'll have you live.
Priced to your business, not a seat count — tell us what you're running today, and we'll scope it to you.